Institutional Ownership Ishares Core S&P Sm Cap ETF (IJR)
This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR). We have compiled data on the 2,881 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $62.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
54
shares
|
$6,309
0.01% of portfolio
|
Q3 2022
Reduced 9.26%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
54
shares
|
$6,309
0.01% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
53
shares
|
$6,193
0.01% of portfolio
|
Q2 2025
Reduced 96.34%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
50
shares
|
$5,842
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
48
shares
|
$5,608
0.0% of portfolio
|
Q2 2025
Reduced 29.41%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
48
shares
|
$5,608
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
46
shares
|
$5,375
0.0% of portfolio
|
Q2 2021
Reduced 68.71%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
40
shares
|
$4,674
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
40
shares
|
$4,674
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
40
shares
|
$4,674
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
37
shares
|
$4,323
0.0% of portfolio
|
Q1 2022
Added 2.78%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
32
shares
|
$3,739
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
30
shares
|
$3,505
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
30
shares
|
$3,505
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
28
shares
|
$3,271
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
25
shares
|
$2,921
0.0% of portfolio
|
Q3 2025
Reduced 99.28%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$2,921
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
25
shares
|
$2,921
0.0% of portfolio
|
Q2 2025
Reduced 24.24%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
24
shares
|
$2,804
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
23
shares
|
$2,687
0.0% of portfolio
|
Q1 2025
Reduced 94.38%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
22
shares
|
$2,570
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
18
shares
|
$2,103
0.0% of portfolio
|
Q4 2024
Reduced 97.27%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
18
shares
|
$2,103
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
17
shares
|
$1,986
0.0% of portfolio
|
Q2 2025
Reduced 94.5%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
16
shares
|
$1,869
0.0% of portfolio
|
Q3 2025
Reduced 89.12%
|
|